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The Personal Banker - Bancassurance is responsible for building and maintaining strong customer relationships, identifying financial needs, and cross-selling bancassurance products to achieve sales targets and enhance customer value.
Job Responsibilities**
* Proactively engage with existing and potential customers to identify their financial needs and provide suitable bancassurance product solutions (e.g., life insurance, general insurance, unit trusts).
* Achieve individual and team sales targets for bancassurance products, ensuring compliance with all regulatory requirements and internal policies.
* Conduct financial needs analysis and provide professional advice to customers on wealth management, protection, and investment products.
* Build and maintain a robust customer portfolio, ensuring high levels of customer satisfaction and retention.
* Process bancassurance product applications accurately and efficiently, adhering to established service level agreements.
* Collaborate with other bank departments to leverage cross-selling opportunities and provide holistic financial solutions to customers.
* Stay updated on market trends, product knowledge, and regulatory changes within the bancassurance industry.
* Handle customer inquiries, complaints, and service requests related to bancassurance products in a timely and professional manner.
* Participate in training programs and workshops to enhance product knowledge and sales skills.
Job Qualifications**
* Bachelor's Degree in Business, Finance, Marketing, or a related field.
* Minimum of 2 years of experience in sales, preferably in banking, insurance, or financial services.
* Possession of relevant insurance licenses (e.g., PCE, CEILI, TBE) is mandatory.
* Proven track record of achieving sales targets.
* Strong interpersonal and communication skills, with the ability to build rapport with diverse customer segments.
* Excellent negotiation and presentation skills.
* Customer-centric mindset with a passion for helping clients achieve their financial goals.
* Ability to work independently and as part of a team in a fast-paced environment.
* Proficiency in Microsoft Office Suite.
We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders
Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services.
TOGETHER WE PROGRESS
Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so.
Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region.
We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead.
We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future.
We invite you to join us as we work towards a better and brighter future for all.
